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JLPYX vs VTSMX
JLPYX vs VTSMX Comparison
Open Charts JLPYX vs VTSMX
JPMorgan US Large Cap Core Plus R6
Price$23.87
Change+$0.14 (+0.59%)
VolumeN/A
Net Assets3.41B
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
JLPYX vs VTSMX Comparison Chart in %
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JLPYX vs. VTSMX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JLPYX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. JLPYX (3.41B). VTSMX pays higher dividends than JLPYX: VTSMX (1.02) vs JLPYX (0.11). JLPYX was incepted earlier than VTSMX: JLPYX (8 years) vs VTSMX (34 years). JLPYX (1.50) is less costly to investors than VTSMX (0.14). JLPYX is a more actively managed with annual turnover of: 100.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than JLPYX: VTSMX (3000) vs JLPYX (15000000). VTSMX annual gain was more profitable for investors over the last year : 10.79 vs. JLPYX (2.81). VTSMX return over 5 years is better than : 77.62 vs. JLPYX (-18.99).
| JLPYX | VTSMX | JLPYX / VTSMX | |
| Total Expense Ratio | 1.41 | 0.14 | 1,007% |
| Annual Report Gross Expense Ratio | 1.50 | 0.14 | 1,071% |
| Fund Existence | 8 years | 34 years | - |
| Gain YTD | 11.178 | 11.948 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.41B | 2.05T | 0% |
| Annual Yield % from dividends | 0.11 | 1.02 | 11% |
| Returns for 1 year | 2.81 | 10.79 | 26% |
| Returns for 3 years | 18.36 | 63.83 | 29% |
| Returns for 5 years | -18.99 | 77.62 | -24% |
| Returns for 10 years | N/A | 213.77 | - |
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